Firms by city
Registered investment advisers in Maumee, OH
7 SEC-registered advisers headquartered in Maumee, listed by regulatory assets under management as reported on Form ADV.
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7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| TFO Wealth Partners | Maumee, OH | $5.66B |
| The Retirement Guys Formula | Maumee, OH | $277M |
| Camelot Portfolios | Maumee, OH | $272M |
| Munn Wealth Management | Maumee, OH | $242M |
| Atlantis Wealth Advisors | Maumee, OH | $150M |
| Camelot Event-Driven Advisors | Maumee, OH | $108M |
| Beacon Associates Wealth Management | Maumee, OH | $101M |
- Headquarters
- Maumee, OH
- Regulatory AUM
- $5.66B
- Headquarters
- Maumee, OH
- Regulatory AUM
- $277M
- Headquarters
- Maumee, OH
- Regulatory AUM
- $272M
- Headquarters
- Maumee, OH
- Regulatory AUM
- $242M
- Headquarters
- Maumee, OH
- Regulatory AUM
- $150M
- Headquarters
- Maumee, OH
- Regulatory AUM
- $108M
- Headquarters
- Maumee, OH
- Regulatory AUM
- $101M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Maumee on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Ohio.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.